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iShares MBS ETF

855 hedge funds and large institutions have $27.3B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 317 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.54%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.17%
New
179
Increased
317
Reduced
289
Closed
69
Calls
$70.2M
Puts
$30.4M
Net Calls
+$39.8M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
901
TruWealth Advisors
Louisiana
-$211K -2,373 Closed
CAMG
902
CWA Asset Management Group
Florida
-$209K -2,349 Closed
EL
903
EQ LLC
Washington
-$205K -2,313 Closed
GSIAS
904
Garden State Investment Advisory Services
New Jersey
-$202K -2,272 Closed
RIA
905
Realta Investment Advisors
Delaware
-$133K -1,427 Closed
SFCL
906
Strengthening Families & Communities LLC
Massachusetts
-$53K -596 Closed
AWM
907
Angeles Wealth Management
California
-$48.3K -544 Closed
CPA
908
Cardiff Park Advisors
California
-$44.4K -500 Closed
ANBT
909
American National Bank & Trust
Texas
-$35.1K -395 Closed
HWA
910
HHM Wealth Advisors
Tennessee
-$26.7K -301 Closed
BCM
911
BluePath Capital Management
Georgia
-$25.8K -290 Closed
SCA
912
Stonebridge Capital Advisors
Minnesota
-$22.8K -257 Closed
WWM
913
Wolff Wiese Magana
California
-$19.1K -215 Closed
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$18.8K -214 Closed
ADL
915
Asset Dedication LLC
California
-$17K -197 Closed
FCMT
916
Founders Capital Management (Texas)
Texas
-$17.2K -194 Closed
PCTC
917
Perkins Coie Trust Company
Washington
-$16.4K -185 Closed
PIM
918
Progressive Investment Management
Oregon
-$16.2K -182 Closed
RW
919
RVW Wealth
California
-$14.7K -165 Closed
SL
920
Savior LLC
Massachusetts
-$10.6K -120 Closed
SWA
921
SOA Wealth Advisors
New York
-$9.15K -103 Closed
CA
922
Centerpoint Advisors
Massachusetts
-$9K -100 Closed
HWP
923
Hibernia Wealth Partners
Louisiana
-$4.71K -53 Closed
NIC
924
Northwest Investment Counselors
Oregon
-$4.09K -46 Closed
HT
925
Headlands Technologies
Illinois
-$3.02K -34 Closed